Woodley Farra Manion Portfolio Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
512,074
+8,447
| +2% | +$586K | 1.67% | 27 |
|
|
2025
Q1 | $35.7M | Buy |
503,627
+15,620
| +3% | +$1.11M | 1.78% | 27 |
|
|
2024
Q4 | $35M | Buy |
+488,007
| New | +$35M | 1.74% | 24 |
|
|
2024
Q1 | – | Sell |
-3,366
| Closed | -$204K | – | 109 |
|
|
2023
Q4 | $204K | Buy |
+3,366
| New | +$204K | 0.01% | 94 |
|
|
2023
Q3 | – | Sell |
-3,316
| Closed | -$246K | – | 104 |
|
|
2023
Q2 | $246K | Hold |
3,316
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $256K | Sell |
3,316
-84
| -2% | -$6.48K | 0.02% | 86 |
|
|
2022
Q4 | $284K | Hold |
3,400
| – | – | 0.02% | 81 |
|
|
2022
Q3 | $267K | Hold |
3,400
| – | – | 0.02% | 78 |
|
|
2022
Q2 | $263K | Hold |
3,400
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $288K | Hold |
3,400
| – | – | 0.02% | 83 |
|
|
2021
Q4 | $317K | Buy |
3,400
+516
| +18% | +$48.1K | 0.02% | 82 |
|
|
2021
Q3 | $226K | Hold |
2,884
| – | – | 0.02% | 92 |
|
|
2021
Q2 | $211K | Hold |
2,884
| – | – | 0.02% | 99 |
|
|
2021
Q1 | $218K | Sell |
2,884
-600
| -17% | -$45.4K | 0.02% | 97 |
|
|
2020
Q4 | $269K | Buy |
3,484
+84
| +2% | +$6.49K | 0.02% | 77 |
|
|
2020
Q3 | $236K | Hold |
3,400
| – | – | 0.02% | 73 |
|
|
2020
Q2 | $204K | Sell |
3,400
-56
| -2% | -$3.36K | 0.02% | 73 |
|
|
2020
Q1 | $208K | Sell |
3,456
-140
| -4% | -$8.43K | 0.03% | 75 |
|
|
2019
Q4 | $218K | Buy |
+3,596
| New | +$218K | 0.02% | 86 |
|